The next gen investment solution for your SMSF and HNW clients
Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.
Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.
You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.
Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, including ETFs and listed investment companies, and international securities.
Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.
Wealth Accelerator provides consolidated reporting for SMSF trustees to help them meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many SMSF and accounting software packages.
Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.
Give your clients browse only access to their holdings, performance charts, reports and statements. Provide anywhere, everywhere access to portfolio and reports via our mobile-optimised webApp.
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.Contact a BDM
If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.Schedule a demo
For those who prefer, email us, give us a call or even drop in.Get in touch